2024 Earnings Season Kicks Off

CPaaS earnings season kicks off in a week, and even temperamental optimists like myself are pensive. This marks the first de-risked year—the first year-over-year comparisons…

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Beeper Gets Acquired

Last week Beeper was acquired by Automattic in a deal valued at $125 million. We don’t know what this means for its FCC petition, but…

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Messaging and Growth in 2024

In Messaging and Growth in the Pandemic, we unpacked the drivers of pandemic-led growth. We discussed why it was a one-time event, with little to…

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Twilio’s Spring Surprise

Much to the relief of industry insiders, Twilio is keeping its Segment business. Some feared that Twilio would bow to investor pressure, and that would…

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The Klaviyo Papers

In a series of posts I call ‘the Klaviyo papers’ I wrote about Klaviyo’s business model. Klaviyo, like Attentive before it, and Twilio before it,…

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